华泰证券:韩国出口高增表明全球AI链贸易仍处上行通道 亚洲AI供应链有望持续受益

智通财经
Jul 06
【华泰证券:韩国出口高增表明全球AI链贸易仍处上行通道 亚洲AI供应链有望持续受益】华泰证券研报指出,AI链出口高景气继续推动韩国6月出口大超预期,贸易顺差再创历史新高。展望后续,领先指标显示AI链贸易维持高增,韩国出口有望延续亮眼表现,或推动韩国名义GDP维持较高增速。短期看,领先韩国半导体出口约四个月的费城半导体指数同比仍处高位,指向韩国半导体出口景气有望延续;同时,在AI需求强劲的背景下,存储价格仍在上涨,价格将继续支撑名义出口。韩国出口高增表明全球AI链贸易仍处上行通道,韩国、中国等亚洲AI供应链有望持续受益。

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